Trust Officer

SelectRecruitment.je; United Kingdom, United Kingdom; Sur place; GBP 25 000 - 35 000; Plein temps

Résumé du poste

SelectRecruitment.je is seeking an ambitious administrator to join our Private Clients team. You will manage a portfolio of trusts, companies, and wealth structures, ensuring exceptional client service and compliance with regulatory requirements.

The role involves client contact, WIP review, billing, and spotting revenue opportunities within a forward-thinking team. Ideal candidates will have proven experience in fiduciary administration, ideally with high net worth clients, and be working

Qualifications

• Proven experience in a similar role, ideally with high net worth clients.
• Pursuing or holding a relevant professional qualification in fiduciary administration.
• Strong understanding of day-to-day fiduciary administration and regulatory requirements.

Responsabilités

• Regular client interaction and development of client relationships.
• Ongoing review and control of WIP, billing processes, and revenue opportunities.
• Collaborate with team to maintain first-class client service and compliance.

Connaissances

Client interaction

Relationship building

Billing and WIP control

Revenue identification

Formation

Professional qualification in fiduciary administration

Outils

CRM knowledge

Description du poste

Great new role within a growing Private Clients team! Our client, an international fiduciary firm, is seeking an ambitious administrator to take direct responsibility for a portfolio of trusts, companies and other wealth structures, ensuring first class client service and adherence with all regulatory requirements.

The role will include regular client interaction, ongoing review/control of WIP, billing, and identification of revenue opportunities as part of a forward thinking team. You will work collaboratively to develop strong client and working relationships - confident interpersonal skills and a client-focused approach are essential.

Proven experience in a similar role is essential, ideally with high net worth clients. Applicants should ideally hold or be working towards a relevant professional qualification, and must have a good understanding of the technical principles of day-to-day fiduciary administration.